News tagged analysis at DIGITIMES

NEWS TAGGED ANALYSIS

Friday 30 January 2026

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain...

Friday 30 January 2026

Analysis: Why ASML is cutting jobs in Europe and the US but sparing China

ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up...

Thursday 29 January 2026

Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain

China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...

Thursday 29 January 2026

Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

Wednesday 28 January 2026

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...

Wednesday 28 January 2026

Analysis: Does Foxconn's Mitsubishi venture make it an automaker?

The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and...

Tuesday 27 January 2026

Analysis: Why Foxconn and Hotai are targeting Japan's toughest market

Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.

Tuesday 27 January 2026

TSMC's capex surprise reveals blind spots in semiconductor forecasting

TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...

Monday 26 January 2026

The ASIC server wars begin as Nvidia squeezes the margins

ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...

Friday 23 January 2026

Analysis: How Howard Lutnick is redrawing the memory-chip map

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

Friday 16 January 2026

Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears

Singapore's sovereign wealth fund, the Government Investment Corporation (GIC), has made significant investments in artificial intelligence startups Anthropic and MiniMax amidst rising...

Saturday 3 January 2026

Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge

Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and...

Saturday 3 January 2026

Analysis: Chip boom squeezes device makers as surging component costs threaten margins

The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...

Wednesday 31 December 2025

Analysis: America's new 'Manhattan Project' puts AI at the center of power

When the Manhattan Project mobilized the full weight of the American state in 1945 to unlock atomic energy, it revealed something humanity...

Tuesday 30 December 2025

Analysis: Why TSMC's Kumamoto plant is unlikely to reach 2nm before 2028

TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility...

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BIZ FOCUS

Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook